Sat.Mar 04, 2023

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10 Weekend Reads

The Big Picture

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • You Are Not a Parrot And a chatbot is not a human. And a linguist named Emily M. Bender is very worried what will happen when we forget this. We go around assuming ours is a world in which speakers — people, creators of products, the products themselves — mean to say what they say and expect to live with the implications of their words.

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Real Estate Newsletter Articles this Week: "Price-to-rent index is 7.1% below recent peak"

Calculated Risk

At the Calculated Risk Real Estate Newsletter this week: • Case-Shiller: National House Price Index "Decline Continued" to 5.8% year-over-year increase in December • Year-over-year Rent Growth Continues to Decelerate • Freddie Mac House Price Index Declines for 7th Consecutive Month in January • Lawler: AMH Net Seller of Existing Single-Family Homes, “Investor” Home Purchases Plunged • Inflation Adjusted House Prices 3.9% Below Peak Price-to-rent index is 7.1% below recent peak • Measures of She

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This Week On TRB

The Reformed Broker

And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. . The post This Week On TRB appeared first on The Reformed Broker.

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MiB: Maria Vassalou, Goldman Sachs Asset Management

The Big Picture

This week, we speak with Dr. Maria Vassalou , co-chief investment officer of multi-asset solutions at Goldman Sachs Asset Management. Previously, she worked at Soros Capital Management and with Steve Cohen at SAC Capital. Prior to her career in asset management, Dr. Vassalou was an associate professor of finance at Columbia Business School, which she joined in 1995 and where she established many of the investment principles she employs today.

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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

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Schedule for Week of March 5, 2023

Calculated Risk

The key report scheduled for this week is the February employment report. Fed Chair Powell presents the Semiannual Monetary Policy Report to the Congress on Tuesday and Wednesday. -- Monday, March 6th -- No major economic releases scheduled. -- Tuesday, March 7th -- 8:00 AM: Corelogic House Price index for January. 10:00 AM: Testimony, Fed Chair Jerome Powell , Semiannual Monetary Policy Report to the Congress , Before the U.S.

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Why So Bearish?

The Irrelevant Investor

Something interesting happened this week that has never happened before. According to Ryan Detrick, three weeks ago, AAII bulls made a 52-week high. And then stocks fell, and bulls went into the fetal position. Bears now outnumber bulls almost two to one. This about-face happened at a breakneck speed never before witnessed. Here’s the chart from Liz Ann Sonders.

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Stock Traders Are Ignoring Blaring Bond Alarms

Advisor Perspectives

The fixed-income market’s unblemished record of striking fear into the hearts of equity traders is in danger.

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These Are the Goods

The Irrelevant Investor

Articles There are no job offers for a 32 year old aspiring financial advisor with approximately zero dollars under management. (By Josh Brown) Bottom line: 2-3 more Fed hikes ahead, and a mild US recession whose likelihood and possible severity may be shrinking. (By Michael Cembalest) UBI is ZIRP on steroids rolled up with perma-stimmies (By Packy McCormick) Many companies are likely about to meet a hard reckoning (By El.

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Why the Russia Sanctions Are Missing the Mark

Advisor Perspectives

While the sanctions regime imposed on Russia has dented its economy, it is far less severe than those imposed on North Korea and Iran, which included penalties on third-party countries. Imposing secondary sanctions could tighten the screws on Putin, but also accelerate deglobalization.

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Investing Shorts: The Biggest Lesson From Bridgewater

Validea

Wes Gray explains why he isn’t changing his portfolio to account for high inflation. See Full Interview With Andy Constan The post Investing Shorts: The Biggest Lesson From Bridgewater appeared first on Validea's Guru Investor Blog.

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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

Speaker: Claire Grosjean, Global Finance & Operations Executive

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

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How It Started/How It's Going

Advisor Perspectives

If you read and pay attention to the world, you probably know the recent past pretty well. And if you’re a history buff like me, you also know something about the more distant past.

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The Most Important Investing Lesson: Martin Emery

Validea

Martin Emery explains why “this time is different” can be a dangerous phrase. See Full Interview with Martin Emery The post The Most Important Investing Lesson: Martin Emery appeared first on Validea's Guru Investor Blog.

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BofA Strategists See Cash Back in Vogue With Markets on Edge

Advisor Perspectives

With bonds and stocks once again falling in unison, cash is the ultimate refuge.

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Best Mortgage Refinance Companies of 2023

Good Financial Cents

The post Best Mortgage Refinance Companies of 2023 appeared first on Good Financial Cents®.

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What Your Financial Statements Are Telling You—And How to Listen!

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

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What’s Yield Got to Do, Got to Do with It?

Advisor Perspectives

Today’s inflationary market landscape is fraught with risks for investors. Despite these circumstances, Scott Welch and Kevin Flanagan outline how bond investors can generate yield.

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Saturday links: in pursuit of self-compassion

Abnormal Returns

Environment How carbon credits have made biochar into a viable business. (wsj.com) Your toilet paper is full of forever chemicals. (fastcompany.com) Not every glacier is falling apart. (sciencenews.org) Technology How AI will change, i.e. break, the business of search. (slate.com) ChatGPT will make misinformation easier and more impressive. (msn.com) Science What cosmologists are learning from the JWST.

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Airline Stocks Are Soaring Over The Negative Headlines, Lifted By Positive Earnings

Advisor Perspectives

Lufthansa’s blockbuster report is just the latest signal that commercial aviation, one of the hardest-hit industries during the pandemic, may be ready to make a landing again in investors’ portfolios.